Dear all
I am trying to create a workflow with the following conditions:
- A user from operations creates a new customer. That customer will need to be sent for approval to the finance department (thus, although created, it won't be possible to perform any operation with that customer until it is approved);
- The finance department\accountable user will be notified to review and approve the customer. If everything is ok, the customer will be approved;
- The user from operations will be notified that the customer was approved and it is now available for the different transactions.
From this, I went to [Accounts Receivable > Setup > Accounts Receivable Parameters]. On the "General" tab, under "Customer approval" I marked the "Enable customer approvals" to "YES". I selected the fields to require approval and on "Data entity behavior" I selected "Create change proposals".
After this, I went to [Accounts Receivable > Setup > Accounts Receivable Workflows]. I pressed "New" and chose the workflow "Proposed customer changes workflow". The following workflow was created: (Note: I am very new to this)
So, after all these steps were done what I think is happening is:
- I create a new customer. I fill in the desired fields. Since the system does not recognize those as changes (since I am filling in those fields for the first time) I can save the created customer and it is good to go (does not enter the workflow process).
- Only if I then go and make a change on one of the fields selected on the AR parameters, does the customer enters on the workflow approval process.
So, this does not correspond exactly to what I want.
What I would really want is to tell the system:
- A user XXX creates a new customer --> that customer is required to be sent for approval (thus, staying on hold) --> the user YYY, responsible for approvals, receives a notification that a new customer is pending approval --> The user YYY reviews the information and makes changes (if necessary) --> the user YYY approves the customer --> The customer stops being on-hold --> the user XXX receives a notification that the customer was approved and is no longer on-hold.
Can anyone help me on what is the best way to do this?
I appreciate all the help in advance.
UPDATE:
In further research I think that, in order to properly do what I want there is the need to create a new workflow type. For that, I need to have some knowledge of code and create the desired workflow in some external application\program. If anyone can help me at least discovering what is the app I need to use, and how can i access it, I would be very grateful.
Thank you.
